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Donaldson
DCI

Overview Fund Activity

523 hedge funds and large institutions have $6.89B invested in Donaldson in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 70 closing their positions.

Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
6.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
180
Reduced
176
Closed
70
Calls
$8.31M
Puts
$2.01M
Net Calls
+$6.3M
Net Calls Change
+$5.32M

Top Buyers

1
SI
1
Scharf Investments
California
$61.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$147M
3
CC
3
Capital Counsel
New York
$44.2M
4
BlackRock
4
BlackRock
New York
$762M
5
FMI
5
Fiduciary Management Inc
Wisconsin
$149M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$10.9M
2
Millennium Management
2
Millennium Management
New York
$2.85M
3
JAM
3
Jupiter Asset Management
United Kingdom
$11.4M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
TI
5
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
551
Donoghue Forlines
Massachusetts
– -$539K -7,316 Closed
PCM
552
Prelude Capital Management
New York
– -$523K -7,091 Closed
OR
553
Olympiad Research
Connecticut
– -$515K -6,987 Closed
FC
554
FORA Capital
Florida
– -$460K -6,248 Closed
Marshall Wace
555
Marshall Wace
United Kingdom
– -$454K -6,163 Closed
FPAS
556
Focus Partners Advisor Solutions
Missouri
– -$431K -5,843 Closed
STA
557
Summit Trail Advisors
New York
– -$380K -5,159 Closed
TSS
558
Two Sigma Securities
New York
– -$350K -4,744 Closed
OFA
559
Oak Family Advisors
Illinois
– -$349K -4,742 Closed
PP
560
Paloma Partners
Connecticut
– -$343K -4,648 Closed
Walleye Capital
561
Walleye Capital
New York
– -$340K -4,616 Closed
VA
562
Vident Advisory
Georgia
– -$336K -4,554 Closed
SW
563
SkyOak Wealth
Michigan
– -$293K -3,972 Closed
Lido Advisors
564
Lido Advisors
California
– -$279K -3,786 Closed
FIM
565
Freedom Investment Management
Connecticut
– -$260K -3,522 Closed
EWA
566
Encompass Wealth Advisors
Oregon
– -$258K -3,500 Closed
PA
567
Profund Advisors
Maryland
– -$243K -3,292 Closed
VBFP
568
Valtinson Bruner Financial Planning
Minnesota
– -$214K -2,901 Closed
MAM
569
Meeder Asset Management
Ohio
– -$212K -2,882 Closed
FA
570
Faithward Advisors
Pennsylvania
– -$211K -2,868 Closed
HHAA
571
Henry H. Armstrong Associates
Pennsylvania
– -$206K -2,800 Closed
OAC
572
OMERS Administration Corp
Ontario, Canada
– -$206K -2,800 Closed
Rafferty Asset Management
573
Rafferty Asset Management
New York
– -$205K -2,776 Closed
WTB
574
Washington Trust Bank
Washington
– -$203K -2,750 Closed
SG Americas Securities
575
SG Americas Securities
New York
– -$164K -2,231 Closed
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